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Financial Advisor

Nairobi, Kenya
This Job has Expired
Company Details
Name:NCBA Group
Industry: Banking
Description: On 6th December 2018, it was announced that NIC Bank, an institution with a rich history of retail banking; and CBA Bank, a forerunner of innovation in the banking space, would be merging to form a new bank with unmatched strength, expertise and regional reach. ,,,, ,,,The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds — from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business does; from best-in-class choice of products to investment solutions tailored to your specific needs. ,,,, ,,,Our extensive branch network and friendly service mean that you are part of the most universal yet personal bank in East Africa.
Job Description

Job Purpose Statement

  • The Financial Advisor role is responsible for offering sound strategic, medium term and day to day investment advice to retail investors in the securities market. Monitoring, analysing and continuously improving the brokerage business by conducting client/market research and analysing economic, capital market and industry trends to make investment recommendations to retail investors. The holder will is tasked with managing a portfolio of clients by acquisition and retention and maintain a well segmented structure to ensure efficiency and optimal client engagement and support to develop a robust trading and investment culture.

Ideal Job Specifications

  •  Bachelor’s degree in finance, accounting, economics or other business related discipline


  •  CISI Level II or III/CMA Exemption Certificate
  •  ATS certification (desirable)
  •  ICIFA associate or full membership.

Desired work experience:

  •  Minimum 3 years’ experience in the capital markets or financial services industry.
  •  Successful track record in Business Development
  •  Deep knowledge of the Financial Markets
Education: Degree, Diploma
Employment Type: Full Time
Contact Information
Name: Hiring Kenya

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